Once you’ve accessed the assigned audit package, your role is to systematically review submitted documents, templates, and expected values. The platform allows you to flag issues, communicate with suppliers, and lock documents once verified to ensure transparency and traceability.
Beginning the Audit Review
Navigate to the framework within the audit package you are reviewing.
Open each document in the package and examine it for accuracy, completeness, and alignment with project requirements.
Document Statuses
Flagged – Mark a document as Flagged if an issue or inconsistency is identified.
Pending – Documents that are still under supplier review or awaiting updates remain Pending.
Reviewed – Documents that meet all requirements can be marked Reviewed. Once reviewed, the supplier can no longer edit them.
How To
Beginning the Audit Review
Navigate to the framework within the audit package you are reviewing.
Open each document in the package and examine it for accuracy, completeness, and alignment with project requirements.
Document Statuses
Flagged – Mark a document as Flagged if an issue or inconsistency is identified.
Pending – Documents still under supplier review or awaiting updates remain Pending.
Reviewed – Documents that meet all requirements can be marked Reviewed. Once reviewed, the supplier can no longer edit them.
Using Comments to Communicate with Suppliers
Use the platform’s comments feature to provide clear, actionable feedback on specific items.
Suppliers can respond to your comments and make corrections as needed, maintaining traceability for each change.
Locking Rules for Reviewed Documents
Once a document is marked Reviewed, it is locked and cannot be edited by the supplier.
Documents not marked Reviewed remain editable by the supplier until your review is complete.
Tips and Best Practices
Review documents systematically and consistently.
Provide clear, actionable comments to minimize back-and-forth revisions.
Keep a record of flagged items and their resolution for audit traceability.
Ensure all direct measurements and expected values are verified against supporting evidence.
What’s Next
After completing the review for all documents in the framework, proceed to Managing Assessments and Supplier Interaction to handle reassessments and finalize the framework status.